Full-Spectrum Solutions

The Real Estate Advisory team works across the investment spectrum including single-asset acquisitions, closed-end private equity fund / REIT investments, lease vs sale transactions, refinancing / recapitalizations, and portfolio-level transactions – conducting extensive due diligence to manage risk, reduce overall cost and, where possible, increase operational efficiencies.  For real estate investment opportunities that are client-sourced or directed, we provide value-added advisory services to transactions and acquisition strategies, including efficient ownership structuring, operations, and repositioning solutions within the context of clients’ real estate portfolios and broader family balance sheets.

Our due diligence and ownership recommendations are multi-faceted in scope, premised on both optimal income, estate and gift tax planning, as well as creditor / liability protections.  Our services and recommendations cover real estate ownership for US taxable investors, as well as offshore clients who need to navigate a myriad of complex tax rules and regulations that can otherwise make US real estate ownership needlessly onerous.


Deep Expertise

The team is composed of highly qualified, multi-disciplinary, seasoned professionals who provide independent, objective and collaborative analysis within specific asset classes and geographical expertise, partnering with outside advisors when necessary.  We support our clients across all real estate sectors to address the most complex decisions with confidence and prudence.  The end result allows our families the ability to turn critical real estate decisions into valuable wealth creating opportunities within their overall portfolio of investments and across multiple generations.